To set up XE's API connection for Microsoft Dynamics Currency Data, follow the steps below. You can follow this process when you've successfully installed the XECD package.
Setting up Xe's API connection in Microsoft Dynamics Currency Data:
- Go to General Ledger
- Choose Configure Exchange Rate Providers
- Click on New
- Select Xe Currency Data
- Enter the Account ID in the API Key field
- Click Test Configuration
- Click Save
When complete, you'll see the 'Connection successful Configuration is valid' message in the top left hand corner of the screen.